+281.8%
DAL vs VEEV
+623.9%
-342.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.3% | +5.1% | +2.4% |
| 7D | +0.1% | -0.6% | +0.7% | +0.2% |
| 30D | -13.9% | +28.8% | -42.8% | -18.1% |
| 3M | +1.1% | +54.0% | -52.9% | -7.1% |
| 6M | +26.2% | +46.0% | -19.7% | +16.7% |
| YTD | +16.4% | +23.2% | -6.8% | +10.8% |
| 1Y | +33.9% | +1.9% | +32.0% | +31.5% |
| 3Y | +93.4% | +27.0% | +66.4% | +80.3% |
| 5Y | +106.4% | -13.4% | +119.7% | +98.0% |
| 10Y | +143.0% | +575.2% | -432.3% | +55.5% |
| All | +281.8% | +623.9% | -342.1% | +133.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VEEV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling